Blue Hills Wealth Management Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Blue Hills Wealth Management is a financial services firm focused on helping clients navigate life events that impact their finances. The company emphasizes creating simple, confidence-building plans for events such as retirement, employment changes, education, family care, health concerns, real estate transactions, saving and debt management, or other situations that can feel overwhelming. Based in Plymouth, Massachusetts, the firm positions itself as a small-team practice with more than 30 years of experience and access to larger firm resources, aiming to deliver a straightforward, partnership-driven planning approach. Securities offered are through Cambridge Investment Research, with advisory services provided by The AmeriFlex Group, reflecting a networked structure common in the wealth management industry. The target market includes individuals facing complex financial decisions or life transitions, and the firm seeks to support them in pursuing a clear financial strategy without unnecessary complexity.

Sign up for free to view info

Company overview Email format